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UnitedHealth

3,118 hedge funds and large institutions have $240B invested in UnitedHealth in 2025 Q2 according to their latest regulatory filings, with 272 funds opening new positions, 1,268 increasing their positions, 1,408 reducing their positions, and 644 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
3,118
Holders Change
-437
Holders Change %
-12.29%
% of All Funds
41.79%
Holding in Top 10
73
Holding in Top 10 Change
-150
Holding in Top 10 Change %
-67.26%
% of All Funds
0.98%
New
272
Increased
1,268
Reduced
1,408
Closed
644
Calls
$15.3B
Puts
$12.1B
Net Calls
+$3.19B
Net Calls Change
+$2.33B
Name Holding Trade Value Shares
Change
Shares
Change %
AWM
2351
Activest Wealth Management
Florida
$388K +$267K +857 +221%
RCM
2352
Raleigh Capital Management
North Carolina
$387K -$118K -379 -23%
OP
2353
ORG Partners
Indiana
$387K +$4.89K +15 +1%
AA
2354
Aire Advisors
California
$385K +$25.3K +81 +7%
CJ
2355
Caitlin John
Michigan
$385K +$116K +371 +43%
AFA
2356
Antonelli Financial Advisors
Michigan
$384K -$65.5K -210 -15%
TPWA
2357
Twin Peaks Wealth Advisors
California
$384K -$70.1K -268 -15%
WAM
2358
Worth Asset Management
Texas
$383K +$184K +591 +93%
HCM
2359
Hengehold Capital Management
Ohio
$383K +$45.2K +145 +13%
SWA
2360
SOA Wealth Advisors
New York
$381K -$11.2K -36 -3%
FWP
2361
Falcon Wealth Planning
California
$380K -$65.2K -209 -15%
BWA
2362
Bordeaux Wealth Advisors
California
$380K -$91.7K -294 -19%
MMCM
2363
Murphy & Mullick Capital Management
New York
$380K +$34.1K +135 +10%
TCM
2364
Traynor Capital Management
Pennsylvania
$380K +$380K +1,164 New
RWM
2365
Revisor Wealth Management
Ohio
$378K +$37.7K +126 +11%
NPFS
2366
Novak & Powell Financial Services
Florida
$377K +$1.87K +6 +0.5%
JF
2367
Jump Financial
Illinois
$377K +$377K +1,207 New
PAM
2368
PCG Asset Management
New Jersey
$375K -$2.5K -8 -0.7%
VI
2369
Versor Investments
New York
$375K -$62.7K -201 -14%
QFW
2370
QTR Family Wealth
Florida
$374K +$90.8K +291 +32%
SNBOSD
2371
Security National Bank of So Dak
Iowa
$373K -$45.9K -147 -11%
IRC
2372
Investors Research Corp
Georgia
$373K +$359K +1,150 +2,556%
CA
2373
Centerpoint Advisors
Massachusetts
$372K +$2.5K +8 +0.7%
SC
2374
Saturna Capital
Washington
$372K -$183K -585 -33%
VAG
2375
VisionPoint Advisory Group
Texas
$371K +$178K +572 +93%